Wall Street Breakfast

Strong Nvidia guidance could eclipse new tariff worries. (0:21) Fed’s favorite in inflation measure due (3:49) Tariff impact: $3,600 loss on purchasing power per household. (4:48)   Show Notes Earnings Calendar The ticking fiscal time bomb Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grades, su...

Target post-earnings (0:20) More retail earnings (1:45). Reddit volatility (3:15). CoreWeave momentum and the AI trade (4:50). Nvidia's important data point (8:40). Moody's downgrade and bonds (9:30). Show Notes: Target Q1 Earnings Call Transcript Tech Stocks - Focus On What Management Isn't Talking About Episode transcripts:  seekingalpha.com/wsb Sign up for our daily newsletter  here and for ful...

Big banks explore possibility of issuing joint stablecoin - report. (00:25) FTC withdraws lawsuit against Microsoft’s $69 billion Activision deal. (01:38) Disney (DIS) moves to block YouTube (GOOG) (GOOGL) from hiring former executive for sports role. (02:19) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: WDAY, INTU, and more Japan could trigger a ‘global fina...

Fifteen years ago 10,000 bitcoin bought two pizzas. Now that could buy Papa John’s. (0:15) Existing home sales unexpectedly drop . (1:03) Solar stocks get hammered . (3:19)   Show Notes The most crowded hedge fund longs Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking...

Trump: Time would seem right to take Fannie Mae, Freddie Mac public . (00:23) Nike (NKE) plans to sell on Amazon (AMZN) again, for first time since 2019. (01:14) AT&T (T) snaps up Lumen's (LUMN) consumer fiber business for $5.75B. (02:14) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: SNOW, URBN, and more Microsoft files legal action against malware Lumm...

The company denies it paid facilities to cut hospital transfers. (0:15) Target lowers guidance. (1:57) The only sector hitting new highs is still a Buy. (4:20) Show Notes  Man United bears rooting for Spurs Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premiu...

Trump unveils vision for $175B ‘ Golden Dome ’ missile defense. (00:22) Ford (F) to let Nissan (NSANY) use its EV battery plant in Kentucky - report. (02:02) Wolfspeed (WOLF) craters following potential bankruptcy : report. (03:36) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: PANW, TOL, and more Elon Musk on robots, litigious shareholders, and AI SA Asks:...

The lingerie company’s board acts as an Australian company rapidly buys up shares. (0:15) The end of Business Casual is nigh. (1;25) Home Depot U.S. comps impress. (2;39)    Show Notes Mickey Mouse joins F1 Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premiu...

Battery supplier CATL rallies on Hong Kong debut after record IPO. (00:23) Taiwan's President downplays trade tensions with U.S. calling it “frictions between friends”. (01:32) Delta Air Lines (DAL) can sue CrowdStrike over July 2024 outage. (02:57) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: ASAN, ASPI, and more Fed likely to stay in wait-and-see mode til...

CEO Jensen Huang previews new systema and a Tailwan supercomputer factory. (0:15) Netflix downgraded on valuation. (1:29) The Magnificent 7 are cheapest in 7 years. (3:30)   Show Notes Costco’s sales of Kirkland brand rival Lowe’s and P&G Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grade...

Alibaba (BABA) shares drop after report of U.S. scrutiny of Apple AI partnership. (00:22) General Motors (GM) is said to push for revoking California's EV mandate . (01:45) China imposes tariffs on some plastics from U.S., EU, Japan and Taiwan. (02:44)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: Crypto stocks, and more Trump warns Walmart not to blame tari...

The U.S. loses top credit rating on skyrocketing debt and interest payment ratios. (0:17) China rare earth curbs hitting supply chains. (1:47) Home Depot leads this week’s earnings . (2:29)   Show Notes We’re seeing the fastest Fed-driven housing slowdown ever Dividend Roundup Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, s...

UnitedHealth and insurance inflection point (0:30). Tech names have been very headline dependent (5:55). Cisco's growth factors (10:10). Walmart set tone for upcoming retail earnings (11:10). Shopify's interesting earnings (13:20). Coinbase, S&P 500, Bitcoin (14:45). CPI biggest macro news (17:05). Show Notes: Can UnitedHealth turn it around? Walmart Q1 2026 earnings call transcript Shopify ta...

GlobalWafers (GFS) to boost U.S. investment to $7.5B amid soaring chip demand. (00:25) Virgin Galactic (SPCE) confirms it is on track for commercial flights again in 2026. (01:50) Buffett's Berkshire Hathaway exits Citi, cuts BofA , COF stakes, among other Q1 moves. (02:32) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: SPCE, AMAT, and more Doximity outlines 1...

WMT execs say suppliers and retailers can’t absorb all the higher costs . (0:15) Wholesale inflaton sinks unexpectedly. (1:11) Happy 85th birthday , McDonald’s! (4:03)   Show Notes The signposts for market stability Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alp...

UnitedHealth (UNH) probed by DoJ for potential Medicare fraud ; shares slide - report. (00:22) Dick's Sporting Goods close to deal for Foot Locker - WSJ. (01:16) Warren Buffett reveals why he chose to hand over Berkshire's reins - report. (01:59) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: CSCO, BNGO, and more Trump asks Apple to stop moving iPhone manufa...

Chip and AI stocks are getting their mojo back with Mideast deals . (0:15) AMD announces $6B buyback . (2:59) Starbucks baristas strike over dress code . (3:29)   Show Notes ‘Gandalf’ calls crypto ‘rat poison’ Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Pre...

Foxconn Q1 profit soars on AI demand; tariffs woes weigh on FY outlook. (00:28) Airbnb goes beyond rentals with full-service travel offerings. (02:34) YouTube bags rights to stream NFL game for the first time. (03:22) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: SMCI, SONY, and more Tesla may get new pay package for CEO Elon Musk - report EU said to weigh...

The April CPI report comes in on the dovish side. (0:15) UnitedHealth CEO steps down . (2:08) AMC announces 50% off Wednesday movies. (3:36)   Show Notes Goldman Sachs boosts S&P target in wake of tariff détente Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alp...

FedEx inks deal with Amazon to fill delivery gaps left by UPS. (00:21) Samsung launches ultra-thin Galaxy S25 Edge as Apple reportedly prepares iPhone Air. (01:18) Coinbase to join S&P 500 index, shares surge 9% after hours. (02:11) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: COIN, HTZ, and more Inflation expected to firm up in April's CPI print U.S. a...

U.S. and China to pause most tariffs for 90 days, slash reciprocal rates. (00:19) Amazon-backed Scale AI sets sights on Saudi expansion . (01:25) Trump vows to cut drug prices in the U.S. by up to 80%. (02:02) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: Magnificent Seven, and more Top EV battery maker CATL seeks to raise $4B in Hong Kong listing Bear market...

Renowned investor  Barry Ritholtz contextualizes the hot rhetoric between Powell and Trump, inflation targets, and our era of fiscal stimulus (1:00). What happens at the June meeting and beyond? (6:50)  Our full interview with Barry will be up Monday morning on  Investing Experts . Show links:  Masters In Business Trump calls Fed chair Powell a 'fool' after central bank stands pat on rates Trump s...

Pop culture icons like Beyoncé and Taylor Swift are fueling a major resurgence in western wear, from cowboy boots to denim. Their influence, along with shows like Yellowstone and the SEC football scene, has helped push brands like  Levi’s (LEVI) and Boot Barn (BOOT) into the spotlight. Despite short-term stock dips, the western wear market is projected to grow from $80B in 2022 to $136B by the end...

Standout this past week was Disney (0:20). Internet commerce earnings (2:30). Upcoming earnings from Walmart (5:50) Fed's strange communication (8:00). Bond market update (13:25). Episode transcripts: seekingalpha.com/wsb Show links:  AppLovin outlines Q2 2025 with strategic focus on AI and e-commerce advancements US-UK trade deal to increase access to billions of dollars of US products, Trump say...

British Airways (EADSF) owner IAG orders 53 Boeing, Airbus planes for long-haul fleet. (00:19) Monster Beverage (MNST) sales slump on weak demand for alcohol beverages. (01:36) Expedia's (EXPE) anemic revenue growth reflects wary U.S. traveler . (02:26) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: PINS, AFRM, and more Nvidia to downgrade H20 chips for China...